What are the responsibilities and job description for the Sales Operations Specialist position at Alpine Solutions Group?
Position : Sales Operations Specialist
Compensation : Competitive base salary 10% bonus FTE Benefits
Location : Paoli, PA - onsite
MUST :
3-5 years of experience in sales or finance
Strong experience using Salesforce as a CRM
Experience identifying, evaluating, and procuring sales-related software solutions
Must be highly organized / great communication / sharp
Excellent analytical skills : ability to run, digest, and summarize data
PLUS :
Bachelor’s degree in business, finance, marketing or related field preferred
Salesforce certification
Knowledge of health insurance and employer-sponsored employee benefits
DAY TO DAY :
Our client, a fast growing health insurance company is seeking a Sales Operations Specialist to join their team. You will focus on driving efficiencies through process optimization, system integration, data analysis, and providing strategic recommendations to enhance the overall sales operation. In this critical and impactful role, you will play a pivotal role in empowering our sales function by meticulously managing data and creating insightful reports in Salesforce, which are essential for decision-making. Additional responsibilities may include : build, review, and understand key performance indicators (KPIs); measure progress of the sales team against the KPIs; and effectively communicate successes, deficiencies, and trends back to the sales management team to drive accountability.
Analyze and report sales data
Implement and improve sales processes
Manage and optimize sales tools and technologies
Coordinate and support sales projects
Ensure sales compliance and quality
Evaluate, monitor, and provide insights on essential sales metrics
Create, sustain, and enhance Salesforce dashboards, reports, and data visualizations to showcase performance indicators
Guarantee data accuracy in Salesforce by overseeing audits and resolving any inconsistencies
Oversee and fine-tune the data structures, hierarchies, and user permissions within the sales software stack to ensure they align with organizational workflows
Contribute to sales forecasting and strategic planning by delivering precise, timely, data-driven insights
Identify trend among the data and effectively communicate back to sales leadership
Perform administrative tasks such as training coordination, workflow management, tool implementation, communication, and scheduling
Comprehend, refresh, and uphold the Salesforce design, tools, fields, and overall structure
Quarterly scrubbing and data reconciliation in Salesforce and across the sales tech stack
Keep a pulse on the job market with advanced job matching technology.
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